Have you ever walked into an establishment, encountered someone working there, and felt happy? Uplifted- like you feel like you are in the right place, and the folks there are welcoming and eager to help? Then when you leave, you remember that encounter? That's exciting to experience these days. I say more of that!
At American Retirement Advisors and 123 Easy Medicare, our culture is based on providing consistent, helpful service to others with a touch of confidence mixed in for good measure. Our goal with every interaction is to make life easier. You know, 123Easy!
Whether a client contacts us for something simple or complex, our Client Care folks have been trained to provide simple answers to straightforward questions, and even more importantly, they are empowered to answer your tough questions while you stay on the phone. We even have Certified Medicare Planners® taking calls with the Client Care team to ensure you are supplied with accurate solutions when you call.
Meeting with any of our advisors will guide you to make confident decisions because they educate and guide you. Their level of helpfulness eliminates the stress associated with doing something new. You know, like stepping into retirement or transitioning from your employer health plan you have had for years into Medicare. You won't be transitioning alone.
You can feel our culture when you walk into any of our offices or meet with us virtually. Whether it be a smile or a sigh of relief, we strive to give you the confidence to make good decisions the first time.
For over two decades, we have made the lives of those we touch 123 Easy.
By David Schaeffer
Founder of American Retirement Advisors, David has spent decades helping retirees and pre-retirees build secure financial futures. His straightforward approach to retirement planning has guided hundreds of families toward confident, well-prepared retirements.
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Easy Eddie's Take
David really hit on something important here. Most people are surprised when they learn how much difference the right support makes during major transitions like Medicare enrollment. Think of it this way: when you're turning 65 or leaving employer coverage, you have a 7-month Initial Enrollment Period to sign up for Medicare Part A and Part B through the Centers for Medicare & Medicaid Services. Miss that window, and you could face late enrollment penalties that last for life.
A lot of people ask me, "Can I really get help understanding Medicare Advantage versus Medicare Supplement plans during one phone call?" The answer is absolutely yes, when you're working with Certified Medicare Planners® who know the ins and outs of Medicare Part D prescription coverage, out-of-pocket maximums, and provider networks. Here in Arizona, where we have multiple Medicare Advantage options and various supplement carriers, having someone explain your choices clearly can save you thousands of dollars over time.
Here's the good news: when you find advisors who take time to educate rather than just sell, those big decisions become much more manageable. And that's what makes planning ahead 123easy.